Customer relationship management
CRM · A system that keeps contact details, conversations, quotes and sales stages for customers and prospects in one place.
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Why it matters
When customer information is scattered across e-mails, phones and personal notes, quotes that are not followed up and forgotten customers lose sales. A CRM shows who is at which stage, who should be called when and which sources bring customers who actually buy.
- 02
Example
An agency records incoming enquiries in a CRM and sets an automatic reminder three days after a quote is sent. Quotes lost for lack of follow-up decrease and the closing rate rises.
- 03
Common mistake
Setting up a CRM without getting the team to use it regularly. Records that are not updated soon become unreliable and everyone returns to old habits.
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Related terms
Related services and guides
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